User Guide
On Your Mobile
- Grouping Expenses Together
- Adding an Expense
- Editing Expenses
- Submitting expenses from your mobile
- Marking expenses as “Paid” from your mobile when you receive reimbursement for expenses.
- Sorting Expenses in the current view
- Preferences
- Adding your Login and Password
- Backing up your data and getting access to your data from the Web.
- For the individual user
- Viewing Current Expenses
- Adding and editing expenses from the web site
- Grouping your expense report for remittance: Archiving
- Creating a report for remittance
- After submitting your expenses : Mark as Submitted
- After receiving reimbursement for a given expense report : “Mark as Paid”
- Searching for Expenses
- Setting default currency and mileage rate from the web site
- For The Supervisor
V. Marking expenses as “Paid” from your mobile when you receive reimbursement for expenses. (top)
For an example of how to mark an expense report as PAID after receiving reimbursement please refer to the “Quick Start Guide”.
You can view all your submitted expense reports (ones you have submitted from your mobile using the ‘email report’ menu, or expenses you have submitted from the www.expenselog.net web site after choosing the “Expense Reports” menu.
From this view, you can view details of submitted expense reports and flag them as “Paid” if you have received reimbursement for that expense group. This is to help you track your paid and unpaid expense reports.
VI. Sorting Expenses in the current view (top)
In the main expense window, you can sort the expense view based on any column shown. For example, to sort based on ‘Account’ move the cursor to the title bar of the Account column and a description will appear in the top left corner that says ‘Sort by account’. Choose the FIRE button or the SORT menu item from the main menu to sort all expenses in ascending or descending order by the account field. To toggle between ascending and descending order, simply press the FIRE button or SORT menu again. You can sort by any other other field in the current expense view in the same manner.
VII. Preferences (top)
Choose the Preferences menu item to edit, add, or delete the drop down menus for Expense Categories, Accounts, Currencies, Payment Methods. For example, if you want to add a new Payment Method called “Mastercard”, you can choose “Edit payments” in the Preferences menu and then “Add”.
In the preferences menu you can also set the Mileage compensation rate that is used to calculate expense reimbursement by choosing the “Mileage Rate” menu and you can set the default Date Format, Distance unit (km or mi) or Currency that you set up in the initial set-up wizard.
Finally, under “Preferences” there is also a ‘Clear account’ menu. This should only be used if you have decided to change usernames in ExpenseLog or you are having errors that you need to clear the account and start over. Choosing this will delete all data on the mobile and reset your username and password. To enter a new username and password choose User Setup from the main menu. Note: this option will not delete data stored on the web.
VIII. Adding your Login and Password (top)
You typically set up your username and password in the initial set up wizard after first running ExpenseLog (see the ExpenseLog Setup and Installation Guide). However, if you need to adjust your username and password, you simply choose ‘User Setup’ from the main menu and enter the username and password there.
IX. Backing up your data and getting access to your data from the Web. (top)
Choose the menu item “Sync Now” frequently to back-up your data to the web and to make sure the data you access from the www.expenselog.net web site is up to date.
